Innhold levert av RBN Podcast and RBN Energy. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av RBN Podcast and RBN Energy eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
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We Have The Receipts
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1 Love Is Blind S8: Pods & Sober High Thoughts with Courtney Revolution & Meg 1:06:00
1:06:00
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Happy Valentine’s Day! You know what that means: We have a brand new season of Love Is Blind to devour. Courtney Revolution (The Circle) joins host Chris Burns to delight in all of the pod romances and love triangles. Plus, Meg joins the podcast to debrief the Madison-Mason-Meg love triangle. Leave us a voice message at www.speakpipe.com/WeHaveTheReceipts Text us at (929) 487-3621 DM Chris @FatCarrieBradshaw on Instagram Follow We Have The Receipts wherever you listen, so you never miss an episode. Listen to more from Netflix Podcasts.…
RBN Energy Blogcast
Merk alt (u)spilt...
Manage series 2624419
Innhold levert av RBN Podcast and RBN Energy. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av RBN Podcast and RBN Energy eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
Accelerating energy market analytics through collaboration, networking and alliances
…
continue reading
1398 episoder
Merk alt (u)spilt...
Manage series 2624419
Innhold levert av RBN Podcast and RBN Energy. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av RBN Podcast and RBN Energy eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
Accelerating energy market analytics through collaboration, networking and alliances
…
continue reading
1398 episoder
Усі епізоди
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RBN Energy Blogcast
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1 On The Road Again - Cellulosic Biofuel Industry Rebounds With Focus on Biogas, Heavy-Duty Trucking 13:17
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A primary objective of the Renewable Fuel Standard (RFS) implemented in 2007 was to stimulate the production of at least 16 billion gallons/year of gasoline and diesel made from cellulosic biomass, or non-food crops and waste biomass like corn stalks, corncobs, straw, wood, wood byproducts and animal manure. But the vision of making gasoline from wood chips never materialized and today’s cellulosic biofuel is a whole different ballgame. In today’s RBN blog, we look at the evolution of cellulosic biofuels and the D3 Renewable Identification Number, aka the D3 RIN.…
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RBN Energy Blogcast
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1 Wait For Me - Guyana May Have a Head Start, But Suriname Making Strides With Its Offshore Blocks 10:51
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Suriname has been a very minor crude oil producer over the past few decades, with minimal output from its onshore reserves. But with more than a dozen offshore blocks already awarded for development and production set to spike in the coming years, the small South American nation looks primed to follow in the footsteps of its next-door neighbor, Guyana, which is amid an oil-production boom. In today’s RBN blog, we’ll look at the status of Suriname’s offshore developments, the major players involved, and what we know about the crude grades to be produced there.…
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RBN Energy Blogcast
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1 Combination of the Two - A New Drill Down Report on Consolidation in the Midstream Sector 12:27
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The U.S. energy industry’s midstream sector has experienced an extraordinary consolidation over the past few years. This undeniable trend has been driven by the widely held (and sensible) view that the winners in the industry’s next era will be the midstreamers with massive scale and the right assets in the best places. As evidenced by the extension of this buying spree into 2025, there’s still a lot more reshuffling to do. In today’s RBN blog, we discuss a few of the latest midstream deals in the Permian, the Eagle Ford and the Bakken, as well as highlights from our new Drill Down Report on midstream M&A.…
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RBN Energy Blogcast
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1 Sitting, Waiting, Wishing - Haynesville Gas Producers Hold Steady Ahead of Expected LNG Export Surge 14:50
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Producers in the Haynesville Shale had anticipated that growth in LNG exports in 2024 would goose prices and propel the play’s role as a crucial source of LNG feedgas. Instead, lackluster demand, exacerbated by delays at the Golden Pass LNG project, contributed to lower-than-expected natural gas prices, which caused some producers to scale back drilling plans and trimmed Haynesville production from about 16 Bcf/d in the first half of 2023 to less than 14 Bcf/d by the end of 2024. So, what do they have planned for 2025? In today’s RBN blog, we’ll discuss the Haynesville’s promise and challenges and highlight what E&Ps there are planning.…
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RBN Energy Blogcast
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1 Heart of the Country - How Would Midwest Refiners Deal With a 10% Tariff on Canadian Crude? 13:20
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The looming threat of a 10% tariff on U.S. imports of Canadian crude oil hasn’t just angered Canadians — and understandably so, we might add. It’s also put a spotlight on PADD 2 — the Midwest/Great Plains region — whose pipelines transport the vast majority of Canadian exports and whose 25 refineries (combined capacity 4.3 MMb/d) are, in many cases, significant consumers of heavy and light crudes from up north. Put simply, to assess the impacts of the still-possible trade war on U.S. refiners and producers on both sides of the border, you need to understand PADD 2’s crude oil supply/demand balance and the options Midwestern refineries that currently run Canadian crude would have if a tariff were put in place. In today’s RBN blog, we’ll discuss these dynamics.…
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1 Back to Life - LLOG's Salamanca Strategy Offers a Test Case for Refurbishing Offshore Platforms 13:22
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Offshore platforms facilitate Gulf of Mexico (GOM) production, but when their useful life is over they are typically decommissioned and dismantled to be sold as scrap or converted into an artificial reef. Not always, though. In certain cases, inactive rigs can be refurbished and used in new projects — a potentially inviting possibility, especially with GOM production expected to rise and drillers under pressure to keep costs down. In today’s RBN blog, we will examine the challenges (and potential benefits) of reusing an inactive platform and look at plans by LLOG Exploration to refurbish an existing facility for its upcoming Salamanca development, the first such project in a decade.…
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RBN Energy Blogcast
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1 At Last - New NGL Pipes, Fracs and LPG Export Terminal Give MPLX, ONEOK What They've Wanted 9:50
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It finally happened. And it’s a very big deal for MPLX and ONEOK, both of which have been working for years to become full-fledged members of the elite “NGL wellhead-to-water club.” But the companies’ announcements that MPLX will build two fractionators at the terminus of a new NGL pipeline from Sweeny to Texas City and that ONEOK and MPLX will joint build a new LPG export terminal nearby (and a new purity-product pipeline between Mont Belvieu and the terminal) doesn’t just fill in the missing pieces of the puzzle they’ve been assembling. The plans also will give Gulf Coast LPG exporters the additional capacity they desperately need and — no small thing — create another fractionation hub. In today’s RBN blog, we discuss what MPLX and ONEOK are planning and why it matters.…
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1 It Don't Come Easy - Despite Challenges, Global Shipping Eyes Shift To Lower-Carbon Bunker Fuel 11:24
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After successfully reducing emissions of pollutants like sulfur and nitrogen, the global shipping industry now is focused on ratcheting down — and eventually eliminating — its emissions of carbon dioxide (CO2) and other greenhouse gases (GHGs). It’s no easy task. Crude-oil-based bunker like low-sulfur fuel oil (LSFO) and marine gas oil (MGO) are readily available, relatively inexpensive, and pack a lot of energy into each gallon. But GHG-reduction goals are in place, both globally and in the European Union (EU), and shipping companies are taking steps to meet them, initially with more LNG-fueled vessels and later with ships powered by clean methanol, clean ammonia and biofuels. In today’s RBN blog, we discuss the shift in bunker fuel consumption since IMO 2020 was implemented five years ago and the efforts to transition to even cleaner shipping fuels through the late 2020s and beyond.…
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1 Wouldn't It Be Nice - Suriname Sets Its Sights On Becoming Major Oil Supplier With Offshore Boost 11:01
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As crude oil production surges off the coast of Guyana, its eastern neighbor, Suriname, has set off on its own mission to become a global oil supplier. With some onshore production active for decades, the tiny South American nation now has its sights set on developing its vast offshore reserves. While there have been some setbacks, its international partners are getting their plans back on track. In today’s RBN blog, we’ll take a deep dive into what’s ahead for Suriname.…
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1 (Just Like) Starting Over - Bidders to Soon Get a Second Shot at CITGO's U.S. Refineries, Other Assets 15:19
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The bitter, eight-year legal battle over the fate of CITGO Petroleum’s three U.S. refineries, related pipelines and terminal assets appeared to be at an end last fall, when a federal court gave the green light to Elliott Investment Management’s Amber Energy to purchase the assets for $7.3 billion. But instead of putting an end to the drama, the court restarted the bidding from scratch on December 18. In today’s RBN blog, we’ll discuss what the court’s ruling means for CITGO and its refineries, which have a combined capacity of more than 800 Mb/d.…
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1 Everybody Hurts - Trump's Tariffs Would Hurt Canadian Oil Producers More Than U.S. Refiners 12:24
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Tariffs have served as a cornerstone of President Trump’s economic vision. In the campaign, he said he could impose tariffs as high as 25% on all imported goods from Canada — including crude oil — and he could deliver on that promise at any time. This has raised concerns, especially for Canadian producers and U.S. refiners, who depend on the efficient and economical movement of barrels between the trading partners. In today’s RBN blog, we look at how much Canadian crude oil flows to the U.S., how those imports could be affected by tariffs, and how Canadian producers and U.S. refiners would share the financial impact.…
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1 Takin' It To The Streets - Assessing Venture Global's Assets in the Wake of Its $1.75 Billion IPO 16:17
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Venture Global put U.S. LNG on center stage after going public on January 24. The company, now listed as VG on the New York Stock Exchange (NYSE), launched one of the largest initial public offerings (IPO) in U.S. energy history. The IPO shares were priced at $25 each, raising $1.75 billion but valuing the company at $60 billion, a significant drop from the company’s initial target of up to $110 billion. While Venture Global was able to capitalize on some truly fantastic timing, going public just as President Trump took office and lifted the export permit ban, the market remains cautious about LNG and the energy sector. While Trump will certainly smooth the path at least somewhat to new LNG buildout, lawsuits and regulatory hurdles won’t simply disappear overnight. In addition to the general regulatory uncertainty facing the industry, there is also the matter of Venture Global’s contentious relationship with its original customers: Shell, BP and others have brought arbitration cases against the company that have yet to be resolved. In today’s RBN blog, we take a closer look at Venture Global, its assets and what its IPO says about U.S. LNG.…
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1 Sentimental Journey - Lower Profits, Cash Flows Help Push Share Prices Down for Diversified E&Ps 14:23
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One of the most important but elusive factors that drive movements in share prices is investor sentiment, a prevailing attitude toward anticipated future performance that past or current performance metrics may not justify. While the most extreme recent examples are social media-driven meme stocks like GameStop and AMC, no sector, including energy, is immune. Although we focus our E&P company analysis strictly on performance and price metrics, investor sentiment has and is playing a role in the share price movements among producer peer groups. In today’s RBN blog, we analyze the Q3 2024 results of the Diversified E&P peer group with an eye toward investor sentiment.…
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1 Bring The (Crude) - What's Behind PADD 1's Reliance on Imported Crude Oil and Refined Products? 12:15
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PADD 1 — the East Coast — represents about 31% of total U.S. consumption of refined products (and 37% of its population) but is home to just 5% of U.S. refinery capacity. With only minimal in-region crude oil production, PADD 1 refineries are almost entirely dependent on imported and domestic inflows of both crude oil and products like gasoline, diesel and jet fuel. In the early years of the Shale Era, large volumes of domestic crude were railed or barged to these refineries, but in recent years they’ve again become largely reliant on imports from OPEC, Canada and other foreign sources. In today’s RBN blog, we’ll look into PADD 1’s changing crude oil and refined products supply and demand balance.…
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1 Hit the Lights - E&Ps Highlight Their Success in Growing Utica Shale Condensate Production 12:16
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Condensate production in the Utica Shale’s volatile oil window in eastern Ohio has more than doubled over the past three years, and plans by the handful of E&Ps that focus on the super-light crude oil suggest that output will increase further this year and next. Who are these producers, why do they see such promise for condensate growth in the Utica, and how are they measuring their success? In today’s RBN blog, we continue examining rising condensate production in eastern Ohio with a look at the leading E&Ps in this space.…
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